Screener
JAVA vs JPUS
JPMorgan Active Value ETF vs JPMorgan Diversified Return U.S. Equity ETF
Key differences
- JPUS costs 0.26% less per year.
- JAVA is significantly larger than JPUS — larger funds tend to be more liquid and less likely to close.
- JPUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JAVA | JPUS | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.18% |
| Fund size (AUM) | $6.4B | $442M |
| Since | 2021 | 2015 |
| Dividend yield | 1.27% | 2.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.9% | +21.8% |
| CAGR 3Y | +16.1% | +16.0% |
| CAGR 5Y | N/A | +9.6% |
| Sharpe 3Y | 0.95 | 0.97 |
| Volatility 1Y | 11.30% | 10.51% |
| Max drawdown | -16.54% | -38.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JAVA and JPUS
Explore further